Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,300 | $174,379+115.8% | $152,093+147.4% | $138,895+170.9% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 12.84% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $10,128 | $4,652+117.7% | $4,175+142.6% | $4,194+141.5% |
| Participant deferral / active EE | $7,486 | $6,159+21.5% | $5,451+37.3% | $6,396+17.0% |
| Admin fee / account holder | $2,114 | $16,880-87.5% | $14,497-85.4% | $12,562-83.2% |